Category : Client Servicing

Appleton Endorsement

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Appleton Endorsement

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The Secret of Success

As a regular traveller within SA and an unfortunate user of very early flights I can state that the economic recovery is well under way! The reasoning behind that prognosis is very simple, but then simplicity has always worked. The man behind the Dow-Jones index originally used the simple test of checking how many chimneys were being used at the steel mills and other factories, as a sign of industrial well being. I believe that a suitably reliable indicator in the 21st century is the length of the queue at airport security at 5.30am. Three years ago that queue, even allowing for inefficiencies, was daunting and quite unbelievably long.

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Exclusive Inclusiveness

I have never quite understood whether “Poles Apar”¬Ě related to an electromagnetic or geographical opposite, but we all clearly understand it to be opposite viewpoints on the same subject. Over the last few months I have read several letters written by IFA’s, and talked to others, on a subject that seems to divide many service!

Client servicing means many different things to many financial advisors, but one point is clear as long as we are talking about it. We must, hopefully, be striving to improve it. Although I personally cannot abide the arrogance of anyone who dictates and preaches their own perceived virtues, as if they are the only way, it is interesting to listen to or read those who are so convinced of their divine correctness.

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